Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ZIG 3.63%
2 DVLU 3.31%
3 TPMN 3.05%
4 DDIV 2.94%
5 LBAY 2.66%
6 FTDS 2.27%
7 KBWR 2.24%
8 TUSA 1.99%
9 KRE 1.95%
10 RDVY 1.93%
11 MBOX 1.83%
12 IAT 1.48%
13 DPST 1.41%
14 SCAP 1.32%
15 PFI 1.30%
16 BOUT 1.30%
17 KBE 1.26%
18 TMSL 1.24%
19 KRU 1.15%
20 SDVY 1.10%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 9.17M (13.77%) -116.31K
Decreased by -1.27%
Mar 31, 25
2 T. Rowe Price Associates, Inc. 4.09M (6.15%) -98.27K
Decreased by -2.40%
Mar 31, 25
3 BlackRock Inc 3.91M (5.88%) -57.37K
Decreased by -1.47%
Mar 31, 25
4 Dimensional Fund Advisors, Inc. 3.57M (5.36%) 34.32K
Increased by +0.96%
Mar 31, 25
5 FMR Inc 3.20M (4.81%) -243.00
Decreased by -0.01%
Mar 31, 25
6 State Street Corp 2.20M (3.31%) -361.40K
Decreased by -16.41%
Mar 31, 25
7 State Street Corporation 2.12M (3.18%) -82.77K
Decreased by -3.91%
Mar 31, 24
8 Wellington Management Company LLP 1.94M (2.91%) 32.08K
Increased by +1.65%
Mar 31, 25
9 T. Rowe Price Investment Management,Inc. 1.76M (2.65%) -153.62K
Decreased by -8.71%
Mar 31, 25
10 Massachusetts Financial Services Company 1.49M (2.23%) 66.41K
Increased by +4.47%
Mar 31, 25
11 AQR Capital Management LLC 1.43M (2.15%) 495.32K
Increased by +34.58%
Mar 31, 25
12 Ameriprise Financial Inc 1.40M (2.10%) -46.64K
Decreased by -3.33%
Mar 31, 25
13 Polaris Capital Management, LLC 1.33M (2.00%) -231.13K
Decreased by -17.32%
Mar 31, 25
14 Geode Capital Management, LLC 1.33M (2.00%) 130.23K
Increased by +9.79%
Mar 31, 25
15 First Trust Advisors L.P. 1.31M (1.97%) 459.23K
Increased by +34.98%
Dec 31, 24
16 American Century Companies Inc 1.25M (1.88%) -111.01K
Decreased by -8.87%
Mar 31, 25
17 Hotchkis & Wiley Capital Management LLC 1.20M (1.81%) -62.83K
Decreased by -5.22%
Mar 31, 25
18 Morgan Stanley - Brokerage Accounts 1.13M (1.70%) 269.54K
Increased by +23.84%
Jun 30, 24
19 Verition Fund Managegment, LLC 1.07M (1.60%) -317.89K
Decreased by -29.80%
Mar 31, 25
20 Frontier Capital Management CO Inc 949.19K (1.43%) -39.59K
Decreased by -4.17%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Performer (AFRIS) 12.11M (18.20%) 12.11M
Increased by +100.00%
Feb 29, 24
2 First Trust Rising Dividend Achiev ETF 2.30M (3.46%) 3.17K
Increased by +0.14%
Jan 31, 24
3 Vanguard Total Stock Mkt Idx Inv 2.29M (3.44%) 53.15K
Increased by +2.32%
Apr 30, 25
4 Vanguard US Total Market Shares ETF 2.28M (3.43%) 1.30K
Increased by +0.06%
Sep 30, 24
5 Vanguard Small Cap Index 1.79M (2.69%) 10.95K
Increased by +0.61%
Apr 30, 25
6 T. Rowe Price Mid-Cap Value 1.76M (2.64%) -433.00
Decreased by -0.02%
Mar 31, 25
7 T. Rowe Price US Mid-Cap Value Equity 1.76M (2.64%) -80.33K
Decreased by -4.57%
Mar 31, 25
8 Vanguard Equity-Income Inv 1.22M (1.84%) 0.00
Increased by 0.00%
Mar 31, 25
9 Vanguard Small Cap Value Index Inv 1.16M (1.74%) 3.64K
Increased by +0.31%
Apr 30, 25
10 Vanguard Institutional Extnd Mkt Idx Tr 1.09M (1.63%) 7.63K
Increased by +0.70%
Apr 30, 25
11 First Trust SMID Cp Rising Div Achv ETF 960.19K (1.44%) 2.06K
Increased by +0.21%
Feb 27, 25
12 T. Rowe Price U.S. Mid-Cap Val Eq Tr-D 936.12K (1.41%) -33.77K
Decreased by -3.61%
Mar 31, 25
13 T. Rowe Price U.S. Mid-Cap Val Eq Tr-Z 936.12K (1.41%) -33.77K
Decreased by -3.61%
Mar 31, 25
14 AF High Growth (AFRIS) 920.48K (1.38%) 920.48K
Increased by +100.00%
Feb 29, 24
15 DFA US Small Cap Value I 737.27K (1.11%) 14.53K
Increased by +1.97%
Mar 31, 25
16 T. Rowe Price Small-Cap Value 703.13K (1.06%) -151.00
Decreased by -0.02%
Mar 31, 25
17 VIP Mid Cap Initial 638.23K (0.96%) 0.00
Increased by 0.00%
Nov 30, 23
18 Fidelity VIP Mid Cap Initial 629.23K (0.95%) 0.00
Increased by 0.00%
Mar 31, 25
19 American Century Small Cap Value Inv 625.00K (0.94%) -80.00K
Decreased by -12.80%
Mar 31, 25
20 American Century U.S. Small Cap Value 625.00K (0.94%) -80.00K
Decreased by -12.80%
Mar 31, 25